Medicaid and Elder Law: Representing Clients in a New Legal Landscape

Training Provided by Lorman Education Services Learn proven strategies for navigating the Medicaid maze. Discover how to protect your clients' assets and provide the high-quality services they're looking for. To properly advise our increasing elder population, it's essential that you know the fundamentals of Medicaid and elder planning. Attend this vital seminar and explore the complexities of Medicaid eligibility, discover the latest strategies for transferring assets and learn ways to handle the ethical considerations common to planning for elderly clients. Don't miss this valuable opportunity - register today to learn from top professionals in the elder law field. Benefits for You - Easily determine Medicaid eligibility for individuals and couples - Avoid costly mistakes - learn how to make the right transfers at the right times - Navigate the complexities of the Deficit Reduction Act of 2005 - Discover why a commitment to ethical representation is essential - Find out what you need to know about spousal impoverishment - don't let this happen to your client

Medicaid and Elder Law: Representing Clients in a New Legal Landscape Agenda

8:00 am - 8:30 am Registration

8:30 am - 9:30 am Medicaid Eligibility

- Sandra L. Sherlock-White

- Sources of Law

- Single Individuals

- Married Couples

9:30 am - 10:30 am Transfers of Assets

- Sandra L. Sherlock-White

- Transfer Rules

- Exempt Transfers

- Other Issues - Powers of Attorney and Tax Consequences

10:30 am - 10:40 am Break

10:40 am - 11:25 am Spousal Impoverishment

- Sandra L. Sherlock-White

- Spousal Assessment Rules

- Fair Hearing for Increased CSPA

- Spousal Refusal

11:25 am - 12:00 pm Ethics

- Sandra L. Sherlock-White

- Capacity of the Client

- Selection of the Client

12:00 pm - 1:00 pm Lunch (On Your Own)

1:00 pm - 2:30 pm Current Developments, New Regulations, Trusts and Annuities

- George B. Bickford

- The Deficit Reduction Act of 2005

2:30 pm - 2:40 pm Break

2:40 pm - 3:25 pm Liens and Recovery

- George B. Bickford

3:25 pm - 4:30 pm Pre-Eligibility and Post-Eligibility Planning

- George B. Bickford

- Legal Perspectives, Experiences and Hypotheticals

About The Training Provider: Lorman Education Services

More Estate Training from Lorman Education Services

• Accounting for Estates and Trusts
• Asset Protection Planning and Techniques: Safeguard Your Retirement and Other Assets
• Basics of Trust Administration
• Convergence of Estate Planning, Trust Administration and Financial Advice
• Current Issues in Revocable Living Trusts
• Drafting Trusts in Estate Planning
• Estate and Gift Tax Audits
• Estate Planning for Vacation Homes
• Estate Planning Opportunities in an Uncertain Environment
• Form 706: Estate Tax Return Fundamentals
• Managing Risk and Investments for Trustees and Other Fiduciaries
• Special Needs Trusts: Planning for the Disabled and Elderly
• Structuring and Drafting Conservation Easements
• Tax and Estate Planning for Clients Relocating to Florida
• Tax Implications of Generation-Skipping Techniques - Planning to Minimize the Generation-Skipping Transfer (GST) Tax
• The 8 Greatest Estate Planning Techniques
• The Rules of Trust Administration
• Updating and Maintaining Wills, Trusts and Estate Plans for the Evolving Client
• Valuation for Gift and Estate Tax Purposes in a Troubled Economy